Corporate Actions Notification Specialist

Toronto

In-Office (12-month contract)

Compensation: $22 - $25 per hour

ABOUT THE ROLE

Our client is seeking a detail-oriented Corporate Actions Notification Specialist for a 12-month in-office contract in Toronto, with a pay range of $22/hr to $25/hr. As a key member of the Corporate Actions Notification Team, you will ensure that clients, advisors, internal business partners, and operational teams receive accurate and timely information about a wide range of corporate action events—including dividends, stock splits, mergers, tenders, exchanges, rights offerings, reorganizations, and other market events that may affect client holdings or account positions. This role is critical to minimizing operational, financial, client service, and reputational risk by supporting the communication and processing of corporate action information, tracking deadlines, and coordinating responses. Success in this position will be measured by the accuracy and timeliness of notifications, effective deadline management, and proactive issue escalation to minimize operational and client risk.

WHAT YOU'LL DO

• Review corporate action announcements and supporting details from internal systems, custodians, depositories, vendors, or other approved sources.
• Prepare, validate, and distribute accurate corporate action notifications to clients, advisors, and internal teams using approved templates and event information.
• Track important event dates, response deadlines, payment dates, election windows, and operational cut-offs to ensure timely action and communication.
• Support the collection, review, and routing of client or advisor instructions for voluntary events, ensuring all responses are complete and accurate.
• Maintain accurate records of notices sent, responses received, and required follow-up actions in internal tracking tools or workflow systems.
• Escalate unclear, high-risk, or time-sensitive issues to management, senior team members, or relevant business partners to mitigate risk.
• Coordinate with operations, settlements, client service, trading, tax, compliance, and other internal groups as needed to facilitate smooth processing of events.
• Identify and help resolve discrepancies between event sources, system records, account holdings, or entitlement details.
• Assist with post-event follow-up, including status checks, reconciliation support, and issue resolution.
• Follow documented procedures and controls to reduce operational risk and ensure process consistency.
• Monitor incoming corporate action event notifications and determine which events require communication or action.
• Check notification accuracy before distribution, including event type, security details, deadlines, options, and required instructions.
• Follow up with internal teams or advisors when responses are missing, incomplete, or nearing deadline.
• Investigate and respond to questions from advisors, internal partners, or operations teams regarding specific events.
• Support daily reporting, work queues, exception logs, and deadline management.
• Learn and apply knowledge of the end-to-end corporate actions process, including how notifications connect to elections, entitlements, payments, and account updates.

WHAT YOU BRING

• Strong attention to detail and accuracy in reviewing and communicating financial information.
• Ability to work effectively with time-sensitive deadlines and manage competing priorities in a fast-paced environment.
• Clear written and verbal communication skills for preparing notifications and collaborating with stakeholders.
• Comfort reviewing financial information, security details, and operational instructions.
• Excellent organizational skills and discipline in tracking open items and managing follow-ups.
• Willingness to ask questions and escalate when something is unclear or high risk.
• Basic understanding of securities, investment accounts, and corporate action event types.
• Proficiency with Microsoft Excel, Word, Outlook, and internal workflow or processing systems.
• Experience in a financial services or operations environment (preferred).
• Ability to coordinate with multiple internal teams and stakeholders to ensure accurate and timely processing.

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